Company Valuation: GMO internet group, Inc.

Data adjusted to current consolidation scope
Fiscal Period: December 2021 2022 2023 2024 2025 2026 2027 2028
Market Cap 1 2,99,022 2,63,183 2,72,092 2,80,693 3,96,058 4,20,693 - -
Change - -11.99% 3.38% 3.16% 41.1% 6.22% - -
Enterprise Value (EV) 1 3,53,549 3,12,373 3,52,207 3,66,397 2,26,810 5,20,255 3,76,602 4,20,693
Change - -11.65% 12.75% 4.03% -38.1% 129.38% -27.61% 11.71%
P/E 17x 20x 19.2x 21.2x 24.9x 19.2x 16.4x 16.3x
PBR 4.05x 3.65x 3.3x 3.25x 3.87x 4.77x 4.17x 3.64x
PEG - -0.9x 2.34x -4.16x 1x 0.5x 1x 15.78x
Capitalization / Revenue 1.24x 1.07x 1.05x 1.01x 1.39x 1.34x 1.26x 1.17x
EV / Revenue 1.46x 1.27x 1.36x 1.32x 0.79x 1.66x 1.13x 1.17x
EV / EBITDA 6.99x 5.44x 6.28x 5.95x 3x 6.4x 4.06x -
EV / EBIT 8.6x 7.14x 8.29x 7.85x 3.97x 7.59x 4.76x 4.65x
EV / FCF -4.68x 11x -243x 27.7x 4.04x 9.99x 6.47x 7.03x
FCF Yield -21.4% 9.11% -0.41% 3.61% 24.8% 10% 15.4% 14.2%
Dividend per Share 2 52.7 47.6 44.1 41.8 52 74 84.98 86.5
Rate of return 1.94% 1.93% 1.72% 1.56% 1.33% 1.74% 2% 2.03%
EPS 2 159.7 123.2 133.3 126.5 157.6 221.6 258.7 261.4
Distribution rate 33% 38.6% 33.1% 33% 33% 33.4% 32.8% 33.1%
Net sales 1 2,41,446 2,45,696 2,58,643 2,77,407 2,85,626 3,13,297 3,34,519 3,58,900
EBITDA 1 50,613 57,412 56,051 61,607 75,651 81,250 92,850 -
EBIT 1 41,097 43,746 42,471 46,653 57,170 68,501 79,104 90,500
Net income 1 17,527 13,209 14,191 13,373 16,102 17,245 25,218 25,400
Net Debt 1 54,527 49,190 80,115 85,704 -1,69,248 99,562 -44,091 -
Reference price 2 2,715.00 2,466.00 2,563.00 2,680.00 3,918.00 4,254.00 4,254.00 4,254.00
Nbr of stocks (in thousands) 1,10,137 1,06,725 1,06,161 1,04,736 1,01,087 98,894 - -
Announcement Date 10/02/22 13/02/23 13/02/24 12/02/25 12/02/26 - - -
1JPY in Million2JPY
Estimates

P/E, Detailed evolution

P/E (Y) EV / Sales (Y) EV / EBITDA (Y) Dividend Yield (Y) Capi.($)
19.01x1.65x6.35x1.76% 261.23Cr
15.85x4.32x10.09x1.3% 54TCr
20.43x6.04x18.16x-.--% 30TCr
23.2x2.48x12.83x-.--% 14TCr
35.52x4.35x28.68x-.--% 11TCr
11.18x8.29x95.01x0.62% 9.7TCr
29.91x5.67x16x-.--% 9.03TCr
77.71x4.56x22.29x-.--% 8.61TCr
2.76x50.73x1.83x0.19% 7.37TCr
8.77x2.91x45.67x0.7% 3.91TCr
Average 24.43x 9.10x 25.69x 0.46% 14.84TCr
Weighted average by Cap. 22.23x 7.12x 20.50x 0.54%

Y-o-Y evolution of P/E

Historical PBR trend

Evolution Enterprise Value / Sales

Change in Enterprise Value/EBITDA

Year-on-year evolution of the Yield

  1. Stock Market
  2. Stocks
  3. 9449 Stock
  4. Valuation GMO internet group, Inc.